Rennie Rodriguez is a registered investment advisor at Talon LLC, based in San Juan, PR, with 1 years of industry experience. Rennie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,921 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum annual management fee is 2.00%, which is negotiable based on account size. Accounts can be aggregated to negotiate lower fees. Total fees including third-party platform fees will not exceed 2.50%.
Fee Estimator
Location
151 Calle De San Francisco, Suite 200, San Juan, PR, 00901
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Regulatory History (1)
Criminal
January 2011Employment History
Current Registrations
Talon LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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